Gina Willhite

1. Community
2. SafeSend Suite - Feature Requests
3. Amended Returns

I would agree - we do a lot of Amended returns and it would be extremely beneficial to have SafeSend support them. 

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• Created August 20, 2024 19:52
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SS Returns Additional E-Sign Document - Download with Name of Document Type

I agree, we have to identify what the document is before we're allowed to send it to SafeSend so the system should be able to read what type it is. I have to spend a lot of time renaming files when...

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• Created July 30, 2024 17:54
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Allow Clients to Turn Off Reminders

I agree  

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• Created June 26, 2024 14:56
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend - Client View - Download Docs

I also agree!

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• Created March 26, 2024 12:50
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Add option for Exchange Support Contact to be the sender

This would be fantastic. I'm the admin and I get all kinds of emails that aren't anything I can handle so I'm the middle man and have to spend lots of time forwarding emails to my coworkers. 

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• Created February 07, 2024 20:48
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Voucher Data - As soon as possible

I like this idea!

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• Created January 26, 2024 15:10
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Issue Printing Organizers from UltraTax

Hi Dawn,  Try going into "Setup" then "1040 Individual" then scroll to the right to click on the Organizer tab and then click on "Organizer" under the "Collation" Heading on the right; you can make...

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• Created January 11, 2024 14:17
• 0 votes